SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,316
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$349K
3
+$291K
4
PSMR icon
Pacer Swan SOS Moderate April ETF
PSMR
+$280K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$259K

Top Sells

1
+$125K
2
+$106K
3
+$88.5K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$83.4K
5
IRDM icon
Iridium Communications
IRDM
+$54.6K

Sector Composition

1 Technology 15.64%
2 Financials 11.38%
3 Healthcare 10.43%
4 Consumer Discretionary 7.01%
5 Industrials 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$10.5K ﹤0.01%
453
902
$10.5K ﹤0.01%
42
903
$10.4K ﹤0.01%
1,170
904
$10.4K ﹤0.01%
408
905
$10.3K ﹤0.01%
+470
906
$10.3K ﹤0.01%
100
907
$10.3K ﹤0.01%
423
908
$10.3K ﹤0.01%
497
909
$10.2K ﹤0.01%
67
910
$10.2K ﹤0.01%
470
911
$10.2K ﹤0.01%
310
912
$10.1K ﹤0.01%
1,108
913
$10K ﹤0.01%
100
914
$10K ﹤0.01%
29
915
$9.98K ﹤0.01%
360
916
$9.85K ﹤0.01%
274
917
$9.73K ﹤0.01%
85
918
$9.73K ﹤0.01%
161
919
$9.72K ﹤0.01%
34
920
$9.7K ﹤0.01%
414
-207
921
$9.63K ﹤0.01%
37
922
$9.61K ﹤0.01%
39
923
$9.59K ﹤0.01%
+446
924
$9.53K ﹤0.01%
474
925
$9.52K ﹤0.01%
396
35 36
37
38 39